IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.3B
AUM Growth
-$1.45B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,711
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$18.4M
3
+$14.2M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$13.8M
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$12.4M

Top Sells

1
+$110M
2
+$59.4M
3
+$49.6M
4
AMZN icon
Amazon
AMZN
+$44.7M
5
AAPL icon
Apple
AAPL
+$38M

Sector Composition

1 Communication Services 8.64%
2 Consumer Discretionary 4.54%
3 Technology 4.42%
4 Financials 3%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$146K 0.01%
7,364
+422
1077
$144K 0.01%
4,695
-7,379
1078
$144K 0.01%
7,209
1079
$144K 0.01%
2,268
-1,988
1080
$144K 0.01%
8,000
-12,000
1081
$143K 0.01%
3,474
-5,731
1082
$143K 0.01%
658
-603
1083
$143K 0.01%
5,066
-3,499
1084
$142K 0.01%
3,786
-1,105
1085
$142K 0.01%
2,455
-3,254
1086
$142K 0.01%
661
-694
1087
$142K 0.01%
2,255
-129
1088
$142K 0.01%
2,168
-6,561
1089
$142K 0.01%
+13,828
1090
$142K 0.01%
1,753
+1,598
1091
$139K 0.01%
1,063
-194
1092
$139K 0.01%
3,482
+3,067
1093
$139K 0.01%
1,983
-165
1094
$139K 0.01%
1,604
-98
1095
$139K 0.01%
3,775
-6,232
1096
$138K 0.01%
+7,205
1097
$138K 0.01%
2,523
-4,518
1098
$137K 0.01%
4,256
-12,886
1099
$137K 0.01%
2,096
-585
1100
$137K 0.01%
2,271
-2,458
42 43
44
45 46